Lead Reporting & Forecasting Analyst

Thomson Reuters; Eagan (MN); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Hybrid Work Model

Flex My Way (work-life flexibility)

Career Development & Growth programs

Industry competitive benefits

Inclusive culture & social impact

Job summary

Thomson Reuters is seeking a Lead Reporting & Forecasting Analyst to drive analytics and reporting for the Revenue Operations and Management function. You will own forecasting, KPI dashboards, data storytelling, and collaboration across Revenue Operations, DSIG Finance, and Sales teams to surface actionable insights.

The role requires a finance background, extensive experience with sales data, and proficiency in Alteryx, Tableau, Power BI, and SAP, with a focus on AI-assisted reporting and

Qualifications

• 4-year college degree in Finance or Accounting required.
• 5+ years of experience in a Finance role.
• Experience supporting a high-performing sales organization.
• Experience evaluating customer data and trends to identify opportunities.

Responsibilities

• Serve as an ambassador for sales results and forecasting, driving collaboration with Revenue Operations to help deliver on revenue goals.
• Develop domain expertise in Sales data to support forecasting and sales performance processes.
• Partner with the Business Systems team and use Alteryx, Tableau and Power BI to aggregate data and build reliable data lakes.
• Collaborate with Systems Finance to enhance and streamline source-system data.
• Provide product-level analytics and reporting, tracking performance, adoption, and revenue trends.

Job description

Lead Reporting & Forecasting Analyst, Revenue Operations & Management

Primary Objective:

Provide business and financial analytics and data insights that support the Thomson Reuters Sales organization in driving our revenue objectives. As the Lead Reporting and Forecasting Analyst, you will deliver reporting and analytics that enhance the day-to-day activities of the TR Sales organization, and you will own key responsibilities across business partnering, sales data, decision support, financial modeling, forecasting, and business analysis. You will collaborate and partner across teams to drive results, curate and validate final sales results, and provide reporting leadership across major customer segments and functions. You will apply AI tools such as Claude and Copilot to accelerate analysis, streamline reporting, and surface insight faster.

About the Role

In this opportunity as a Lead Reporting& Forecasting Analyst, you will:

• Serve as an ambassador for sales results and forecasting, driving a collaborative relationship with Revenue Operations to help deliver on our revenue goals.
• Develop domain expertise in Sales data to support forecasting and sales performance processes.
• Partner with the Business Systems team and use Alteryx, Tableau and Power BI to aggregate and synthesize disparate data sets and build reliable data lakes supporting Revenue Operations and the TR Sales Organization.
• Partner with the Systems Finance team to enhance and streamline source-system data.
• Use internal data (Territories, Quota, Sales) to provide best-in-class reporting to sales teams.
• Provide product-level analytics and reporting, tracking product performance, adoption and revenue trends across the portfolio to support product and commercial teams.
• Create executive-level reporting that is digestible, to the point and visually appealing.
• Develop and support enhanced monthly reporting, KPIs and insights as defined by business needs.
• Define, build and maintain KPI dashboards and scorecards that track sales performance against targets and surface leading indicators for leadership.
• Partner with stakeholders to operationalize sales performance and forecasting processes.
• Build strong relationships with Revenue Operations, DSIG Finance, Systems Finance, and Sales teams to drive collaboration and results.
• Analyze data and metrics to tell a story that drives sales insights and action and communicate results to key segment leadership.
• Conduct deep dives to identify trends, risks, and areas for improvement; lead significant projects and drive process improvement.
• Prepare and validate actuals restatements to keep historical sales.
• Support pipeline target setting processes by providing validated segment data to the Manager and Sales leadership.
• Use AI tools such as Claude and Copilot to accelerate report production, synthesize data across sources, and draft narrative insights for leadership.
• Lead, supervise, and manage indirect reports, and perform ad-hoc reporting and analysis as necessary.

About You

You're a fit for the role of Lead Reporting & Forecasting Analyst if your background includes:

• 4-year college degree in Finance or Accounting required.
• 5+ years of experience in a Finance role.
• Experience supporting a high-performing sales organization.
• Experience evaluating customer data and trends to identify opportunities.

Knowledge and Skills:

• Proactive and organized, with the ability to multitask and manage competing priorities in a dynamic environment.
• Superior diagnostic, problem-solving, and communication skills.
• Proven ability to build relationships with and influence at all levels of the organization.
• Strong experience with data, CRM data and sales information.
• Strong Excel and PowerPoint skills; advanced Alteryx, Tableau, Power BI and SAP preferred.
• Self-starter able to work autonomously and influence leaders within a complex, matrix organization.
• Cross-functional project management across complex workstreams, stakeholders and deliverables.
• Familiarity with accounting and financial reporting; flexible with working hours to support business demands.
• Demonstrate adoption of the TR Mindsets and Behaviors.
• Practical experience using AI tools such as Copilot or Claude to automate reporting or analysis, not just familiarity with them.

#LI-JK3

What's in it For You?

• Hybrid Work Model: We've adopted a flexible hybrid working environment (2-3 days a week in the office depending on the role) for our office-based roles while delivering a seamless experience that is digitally and physically connected.

• Flexibility & Work-Life Balance: Flex My Way is a set of supportive workplace policies designed to help manage personal and professional responsibilities, whether caring for family, giving back to the community, or finding time to refresh and reset. This builds upon our flexible work arrangements, including work from anywhere for up to 8 weeks per year, empowering employees to achieve a better work-life balance.

• Career Development and Growth: By fostering a culture of continuous learning and skill development, we prepare our talent to tackle tomorrow's challenges and deliver real-world solutions. Our Grow My Way programming and skills-first approach ensures you have the tools and knowledge to grow, lead, and thrive in an AI-enabled future.

• Industry Competitive Benefits: We offer comprehensive benefit plans to include flexible vacation, two company-wide Mental Health Days off, access to the Headspace app, retirement savings, tuition reimbursement, employee incentive programs, and resources for mental, physical, and financial wellbeing.

• Culture: Globally recognized, award-winning reputation for inclusion and belonging, flexibility, work-life balance, and more. We live by our values: Obsess over our Customers, Compete to Win, Challenge (Y)our Thinking, Act Fast / Learn Fast, and Stronger Together.

• Social Impact: Make an impact in your community with our Social Impact Institute. We offer employees two paid volunteer days off annually and opportunities to get involved with pro-bono consulting projects and Environmental, Social, and Governance (ESG) initiatives.

• Making a Real-World Impact:We are one of the few companies globally that helps its customers pursue justice, truth, and transparency. Together, with the professionals and institutions we serve, we help uphold the rule of law, turn the wheels of commerce, catch bad actors, report the facts, and provide trusted, unbiased information to people all over the world.

In the United States, Thomson Reuters offers a comprehensive benefits package to our employees. Our benefit package includes market competitive health, dental, vision, disability, and life insurance programs, as well as a competitive 401k plan with company match. In addition, Thomson Reuters offers market leading work life benefits with competitive vacation, sick and safe paid time off, paid holidays (including two company mental health days off), parental leave, sabbatical leave. These benefits meet or exceeds the requirements of paid time off in accordance with any applicable state or municipal laws. Finally, Thomson Reuters offers the following additional benefits: optional hospital, accident and sickness insurance paid 100% by the employee; optional life and AD&D insurance paid 100% by the employee; Flexible Spending and Health Savings Accounts; fitness reimbursement; access to Employee Assistance Program; Group Legal Identity